Ultra High Net Worth Wealth Manager

About the Role:The PWM UHNW Business Development Marketing team at Compunnel is seeking a highly skilled professional to join our team as a Business Analyst III. In this role, you will play a crucial part in supporting the Private Wealth Management and International Wealth Management teams as they engage with Ultra High Net Worth clients and prospects. Your...

About the Job">We are seeking a High-Net-Worth Tax Manager to join our team in New York City or Long Island, NY. The ideal candidate will have 8+ years of experience in tax compliance and a specialization in individual, fiduciary, estate, and gift taxation.">Key Responsibilities">Lead a team in Private Client Services, providing taxation expertise to...

Company OverviewThe Global Multi Family Office/RIA seeks a seasoned Senior UHNW Relationship Manager to cater to the Ultra High Net Worth Space. The firm focuses on providing holistic services to its clients worldwide, with over 15B AUM and growing.Compensation PackageThe estimated salary for this position is $250,000 - $350,000 per year, depending on...

About the RoleWe are looking for a skilled Senior UHNW Relationship Manager to manage a portfolio of high net worth clients and provide expert guidance on investment strategies.Key Performance Indicators• Client satisfaction and retention rates.• Revenue growth and profitability.• Team collaboration and knowledge sharing.Qualifications1. Bachelor's...

First Citizens Bank seeks a seasoned professional to join our Wealth Management team as a High Net Worth Client Relationship Manager.About First Citizens BankWe are a leading financial institution committed to delivering exceptional client experiences and fostering long-term relationships with our clients. Our team is dedicated to helping high net worth...

Job Overview:JobRialto is seeking a highly skilled Private Wealth Management Marketing Associate to join our team. As a key member of the PWM UHNW Business Development team, you will play a critical role in supporting the Private Wealth Management and International Wealth Management teams as they engage with Ultra High Net Worth clients and...

Job Overview">We are seeking a skilled Private Client Relationship Manager to join our team at Citizens. This role is perfect for individuals who thrive in a fast-paced environment and are passionate about delivering exceptional customer service.">About the Role">In this position, you will be responsible for building and maintaining relationships with high...

Job OverviewThis is a Senior Wealth Manager position in our NYC office, where you will provide strategic support to high-net-worth clients by interpreting their investment objectives and designing/implementing a holistic strategy aligning with their values and risk tolerances.About the RoleWe are seeking a talented Senior Wealth Manager with 10+ years of...

The role requires 15+ years of experience in private banking (ultra high-net-worth space), business development and relationship management. Significant knowledge of banking and credit: general understanding of investments, trust and wealth transfer is also required.Solutions-oriented sales professionals with exceptional interpersonal skills will thrive in...

About the RoleWe are seeking a highly skilled and experienced Senior Marketing Strategist to lead our Marketing and Communications team at Winged Keel Group. As a key member of our executive team, you will be responsible for developing and executing strategic marketing initiatives that drive business growth and maintain our position as a leading life...

Company Overview: Avior Executive Search is a leading recruitment agency specializing in placing top talent within the ultra high net worth space. Our client, a global multi-family office with headquarters in Europe, serves as a trusted partner to families worldwide.">About the Role: As Senior UHNW Relationship Manager, you will cater to our client's...

Job Overview:Avior Executive Search is a leading executive search firm specializing in placements for the ultra-high net worth space. We are currently seeking a Global Wealth Management Leader to join our team.The ideal candidate will have a strong background in wealth management, with a focus on UHNW clients. You will be responsible for developing and...

Job Overview:Citigroup, Inc. is seeking a Strategic Relationship Manager to join our Private Client Coverage group in New York. As a key member of our team, you will be responsible for building and maintaining relationships with high net worth individuals and families. You will work closely with clients to understand their financial goals and objectives,...

About the RoleWe are seeking a highly skilled Tax Senior Manager to join our Private Wealth Tax practice in Texas. Our team provides comprehensive tax services to high-net-worth individuals, families, and businesses. As a Senior Manager, you will lead engagements, develop strategic plans, and provide exceptional client service.

Job OverviewCrimmins Residential Staffing seeks a highly skilled Residential Facilities Manager to oversee the maintenance and operation of an ultra-high-net-worth family home in New York City.This specialized role requires discretion, adaptability, and exceptional organizational skills to ensure seamless property management.The ideal candidate will have 10+...

Company Profile: Our client is a prestigious Global Multi Family Office/RIA with a strong presence in Europe and worldwide connections. They focus on serving the Ultra High Net Worth community, providing bespoke wealth management services to high net worth individuals and families.Job Responsibilities: As a Senior UHNW Relationship Manager, you will oversee...

Wintrust Financial is seeking a seasoned professional to join their Wealth Services team as a High Net Worth Client Relationship Manager. This dynamic role requires 10+ years of experience in developing and managing relationships with high-net-worth clients, applying deep credit expertise, working knowledge of investment portfolios, and trust solutions.About...

Role OverviewWe are seeking a seasoned Senior Relationship Manager to join our team, focusing on Ultra High Net Worth (UHNW) individuals. The successful candidate will be responsible for acquiring, maintaining, and growing profitable long-term relationships with HNW/UHNW clients.About the RoleThis is an exceptional opportunity for a motivated individual with...

Job Summary:Randstad is seeking a highly skilled Senior Tax Manager or Tax Manager to join our team in the NYC & Long Island, NY areas. The ideal candidate will have extensive experience in Private Client Services and be local to these areas, as this role follows a hybrid work model.Key Responsibilities:Oversight of tax planning and compliance for ultra-high...

About CapcoCapco is a pioneering financial services consultancy, renowned for its expertise in transforming clients' businesses. With a strong focus on digital strategy and transformation, our passionate team of professionals collaborates with clients to drive innovation and growth.Our WorkWe take pride in delivering exceptional results across four key...